VWELX vs. VTI

In the year-to-date period, VWELX achieves a 2.54% return, which is significantly higher than VTI's 0.73% return. Over the past 10 years, VWELX has underperformed VTI with an annualized return of 8.42%, while VTI has yielded a comparatively higher 12.19% annualized return.

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VWELX has a 0.24% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current VWELX Sharpe Ratio is 0.83, which is higher than the VTI Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of VWELX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWELX's dividend yield for the trailing twelve months is around 10.59%, more than VTI's 1.29% yield.

The maximum VWELX drawdown since its inception was -36.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VWELX and VTI.

The current volatility for Vanguard Wellington Fund Investor Shares (VWELX) is 2.87%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.81%. This indicates that VWELX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.